Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Robert? Claim Your ProfileRobert Albert Lee is a financial advisor with over 12 years of experience in the industry. Currently, Robert is registered with TIAA-CREF Individual & Institutional Services, LLC, and holds Series 66, SIE, and Series 7 licenses. Robert's prior experience includes working with J.P. Morgan Securities LLC and Chase Investment Services Corp. Robert specializes in Financial Planning, Selection of other Advisors, and Portfolio Management for Individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
Compensation from affiliates
1
2
PA
12/09/2016 - Present
Tiaa-Cref Individual & Institutional Services, LLC (Newtown PA)
NY
10/01/2012 - 12/06/2016
J.P. MORGAN SECURITIES LLC (NEW YORK NY)
NY
10/11/2011 - 10/01/2012
CHASE INVESTMENT SERVICES CORP. (NEW YORK NY)
NJ
09/17/2008 - 12/22/2009
LPL FINANCIAL CORPORATION (FAIRFIELD NJ)
BOTH
Issued 12/24/2008
Series 66 - Uniform Combined State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 09/16/2008
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
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